Opening Keynote Presentation: Changing of the Guard: From Old School to OpenJim Whitehurst, CEO, Red Hat
Open source has thrived throughout the recession, providing low-cost, high-value solutions that appeal to CIOs faced with tight budgets. Red Hat and other open source companies have helped their customers weather the storm of the global recession. With the economic recovery now well underway, the time is ripe to re-examine plans for technology deployments as many companies start investing in new IT projects.

The interoperability, flexibility, affordability and countless other benefits that open source and open standards deliver will be key as companies look for IT solutions that solve 21st century business problems. Customers want to leverage emerging technologies like cloud computing, virtualization and java. Old school technology practices – fraught with hidden lock-in and expense – can't compete with the value that open source delivers. In this session, learn from one of the industry’s leading advocates why open source equates to opportunity.

9:45am - 10:25am

Moderated Keynote Panel Discussion: The Future of Open Source: 2010Open source is increasingly mainstream, but getting value from it, whether you’re a vendor or buyer, is still more art than science. This panel discussion will explore customer motivations for adopting Open Source Software; operational experiences with open source adoption – such as maintenance and cost control; disruptive business models and which market segments are being impacted; as well as many other issues impacting Open Source adoption in the Enterprise and Government. Importantly, this session will draw on the 2010 Future of Open Source survey while also drawing on live polling results from OSBC attendees and an expert panel of five leading CEOs to discover where open source is going, and how you can drive it there.Moderator:• Michael Skok, General Partner, North Bridge Venture Partners

Keynote: Asking the Hard Questions About Open Source SoftwareBob Sutor, Vice President, Open Source and Linux, IBM
Businesses have had decades of experience in acquiring software directly, on hardware, in services engagements, and through system integrators. As more and more organizations consider using open source, it's important to uniformly hold all acquired software to high standards regarding quality, security, performance, and value for money spent in acquisition, support, and maintenance. Additionally, open source software adds questions about inclusiveness, governance, and longevity of communities. In this talk, I'll discuss the questions you need to ask to ensure that you get more than what you pay for in the software you acquire.

Birds of a Feather lunch discussion topics: - Using dynamic languages for faster development in the enterprise hosted by ActiveState
- Open Source Community Building, hosted by Acquia and North Bridge Venture Partners
- Best practices for open source foundations, hosted by SAP
- Extending Linux in the Enterprise, hosted by Oracle

- Overcoming Challenges for Open Source Desktops, hosted by IBM- OSS and Microsoft: Working Together, hosted by Microsoft
- Beyond technology at opensource.com and OSFA, hosted by Red Hat

Keynote: The Real Open Source OpportunityTim O'Reilly, President, O'Reilly Media
We’ve spent years analyzing and experimenting with open-source business models, but it’s even more clear today than when Tim O'Reilly penned “The Open Source Paradigm Shift” in 2004, that open source is a business enabler, not a business model. The market is rife with ways to increase innovation, cut costs, and build businesses using open source, but they look more like Google than Red Hat. It’s time the software industry learned to look beyond open-source licenses to uncover the real power of open source.

5:30pm - 7:00pm

Cocktail Reception in the Open Source Showcase - Sponsored by CodePlex Foundation

Thursday, March 18, 2010

8:30am – 8:45am

Welcome & Opening Remarks

Eric Knorr, Editor in Chief, InfoWorld

8:45am – 9:15am

Keynote: Scaling Facebook with Open Source Software David Recordon, Head of Open Source Initiatives, Facebook
Facebook fundamentally believes in open source software and collaboratively innovating with the industry. The company has a long history of working with open source software, having been built from the beginning by Mark Zuckerberg on the open source LAMP stack. As Facebook has scaled, it has relied on open source projects like memcached to make Internet scale possible. In its most recent phase of growth, Facebook has become increasingly aggressive about open sourcing key components of its own infrastructure as it seeks to build its business by increasing community around its platform. This session will delve into the practical business and engineering benefits Facebook derives from open source, and will reveal key attributes of its open source strategy.

9:15am – 9:45am

Keynote: Open Source at Microsoft: Meeting needs through a diversified ecosystemStuart McKee, National Technology Officer for the United States, Microsoft
As Microsoft increases its participation in open source communities and projects, improves interoperability with open source products and platforms, and works with customers looking to optimize their mixed IT environments, the company has developed an appreciation for open source software. The opportunities for customers, partners – and Microsoft itself – to unlock the potential of open source software are becoming much more clear. In this keynote address, Microsoft's Stuart McKee will discuss the opportunities for open source applications running on and with Microsoft platforms – from Windows, to SharePoint to Azure – and how increased flexibility and choice for the consumers of these technologies is good for everyone.

9:45am – 10:15am

Keynote: A Software Appliance Roundtable – How Open Source Drives a $1.2 Billion MarketCarlos Montero-Luque, Vice President, Business & Product Mgmt. for Open Platform Solutions, Novell
Software appliances—pre-configured combinations of an application, middleware and operating system integrated into a single image and built to run on standard hardware or in a virtual machine—are changing the way software is packaged and delivered. According to IDC, $1.2 billion in revenue is expected to be spent on software appliances by 2012 worldwide. Today's software appliances are primarily built on Linux, because its modular architecture and permissive licensing make it ideal for creating customized, self-contained appliances and solution stacks.

A panel of industry experts will discuss how trends, such as cloud computing, are driving the explosive demand for software appliances, how appliances are transforming the software delivery paradigm and why open source is the key enabler of this growing market.

Using Open Source to Run Your BusinessThe allure of open source from the technology perspective is undeniably the extent to which any organization can make it their own through customization – something that’s just not possible with closed commercial systems. It can be a tricky path though, fraught with incompatibilities, inconsistencies and other technological issues. These sessions will help you ensure that your open source infrastructure runs as smooth, if not smoother, than any other system.

Running Your Open Source BusinessOpen source represents many things to the modern enterprise: cost savings, reduced deployment time, ease of updates and revisions. The sessions in this track will explore the real-world business implications of using an open source-based infrastructure in your business, and how it can help drive your business with reduced costs and expanded capabilities.

Understanding Legal PerspectivesThe nature of open source systems and the manner in which they can be customized, modified and distributed can open some potential issues around ownership and rights. Not every piece of open source software comes with the same arrangements. These sessions will help ensure that you’re are developing and deploying your open source systems within the letter of the law.

Finding Innovations, Tools and Solutions
Choosing from the vast array of open source distributions and related services can seem a daunting task. The sessions in this track will clarify and explain your choices, and help lead you to the most appropriate open source infrastructure for your organization.

Session Descriptions

More for Less: Selling the Value of Open Source When Cost Is Not the Driver
Ravi Simhambhatla, CIO, Virgin America

Virgin America runs a wide range of open-source software, and not always because it’s cheaper. When Ravi Simhambhatla joined Virgin America, he had to convince his peers that open source was not just a cheap price tag, but that it could actually deliver technically superior solutions. In this session, he will detail how to use open source to maximum advantage, and how to sell the idea of using it to skeptical colleagues.

From Support Services to Software Services – The Evolution of Open Source Business StrategiesMatt Aslett, Analyst, The 451 Group

Debates continue to rage about the best and right way to make money from open source software, and how vendors can combine commercial interests with community development and licensing requirements to maximize the return from their investment in open source software. This presentation will provide an early overview of research from The 451 Group on open source business strategies due to be published later in 2010. It is designed to provide actionable insight into how different vendors - both open source specialists, traditional proprietary vendors, and modern service providers - combine open source licensed software with development and end user licensing strategies and revenue generation tactics to make money from open source software. It will cover the shift from support services to software services, including cloud computing, via open core and other mixed open/proprietary models.

How Open Source Changes the Role of Enterprise ITJoe Lacik, Senior Vice President of Information Services, Aviall Services, Inc.

About two years ago, Aviall started down the path of incorporating open-source products into their IT solution mix. This session will overview why the company took this direction, explore how OS entered the IT organization, discover what lessons were learned and project what the future of OS at Aviall will be. This will be a good session for leaders in organizations who are still early in their plans to utilize OS and wanting to hear some real-world experience of what worked and what didn't, and ultimately how Aviall level-set their expectations on the best use of OS in their organization.

As the Open Source industry has evolved, the prioritization of community and its intersection with marketing and engineering has developed an increased demand for those affluent in the arena of building, inspiring and energizing collaborative environments. Jono Bacon is the award winning Community Manager for Ubuntu, one of the largest collaborative communities in the world, author of the best-selling The Art of Community by O'Reilly and founder of the annual Community Leadership Summit. In this brand new presentation, Bacon talks through the opportunities and risks businesses face with community, and how to identify, recruit and optimize a community manager to deliver real, tangible results.

As enterprises accelerate their use of open source software, they are working to overcome internal obstacles to the use of open source – ranging from legal concerns to lack of technical expertise to procurement and vendor challenges. This panel of large enterprises will share their approaches to overcoming those challenges and provide insight into what open source communities and vendors need to do to be successful in the enterprise.

In an on-stage conversation, Gartner research vice-president Brian Prentice and leading open source luminary Matt Asay will explore a range of orthodox open source software assumptions. For example, there is a clear difference between open source and proprietary software vendors. Commercial open source is a new open source business model. ERP is too complex for open source. Software and business method patents, and patent trolls, the greatest threat to the future of open source. Please join us for an engaging discussion.

While the nuclear era of license proliferation may be in the past, a huge variety of free and open source software licenses remain in use today. This variety gives businesses flexibility in licensing their own offerings, but also leads to inevitable conflicts between licenses as source from multiple open source projects is combined. Karen Sandler, Attorney for the Software Freedom Law Center, will discuss common conflict issues and consider strategies for resolution, including relicensing, license exceptions (and GPLv3’s improved exception mechanism) and community engagement.

This presentation will provide insights into the Department of Homeland Security’s strategic vision and tactical efforts to encourage the use of “open” systems to increase transparency and potential cost savings across the Federal Government IT enterprise.

Doing Business in an Open Source World: Practical Measures for Enabling Clean IPKamal Hassin, Director of Technology and Product Management, Protecode

Legal implications of using open source software in the enterprise are affecting technology, business, and legal teams throughout the company. A growing number of companies are appointing cross-disciplinary experts to “open source boards” responsible for making decisions about adoption of new tools and processes for open source usage and licensing compliance. This speaks to the growing complexity of the task since open source are often ambiguous, layered, and open to interpretation. It also speaks to the rising importance of open source and associated policies for a company’s future. So how does a company get started? This presentation will focus on practical tools and measures for enabling clean IP by establishing a corporate IP policy, adopting and integrating new methods for license compliance, and strategies for managing and enforcing these methods going forward.

MySQL success was never the real open source threat to the big guys. Oracle’s acquisition of Sun removes the shield that once protected them from the real OSS threat.

In the $19B database industry mainstream relational workloads have long been the cash cow business of Oracle and others. While MySQL won an important but small new category of application developer they never threatened to unseat the top proprietary database vendors in their “bread-and-butter” business. That's all changing now. Listen to how leading companies are moving more traditional, mainstream workloads to open source database and putting the real pressure on their proprietary vendors. Like operating system and middleware before it, database vendors are finally feeling the heat.

Pulling It All Together: An Open Source Plan for In-House CounselVirginia Tsai Badenhope, Associate General Counsel, BigFix

After recently transitioning from an outside law firm to a corporate role, Badenhope will share some of the counsel she provides in both roles, especially as she has moved into her new position. In this session, she will share her approach to the challenge of managing open source use at an enterprise software company. To monitor and manage appropriate and legal open source usage, she has developed a specific action plan and checklists, which she will share with attendees.

SaaS offerings will become ubiquitous as they evolve to work seamlessly with existing software infrastructure. Operation in big, outsourced
datacenters brings many advantages, but the necessary plumbing must meet constraints very different from conventional scenarios.

By making HTML the transport for application integration, users can directly access the data exchanged between services while in conventional software
ecosystems human readability is not part of most designs. This approach also turns websites into information repositories for machines rather than humans.

By making microformats available as input and output for a groupware system, many complex use cases in social networks can be implemented easily without complicated custom programming. The talk outlines some of these scenarios and demos some examples possible today with open source software, enabling users to really own their data.

Just as open source has made it easier for developers to distribute software, the Cloud has ushered in a new wave of consumption, turning on-premise IT from a necessity to an option. While open source offers users a great deal of control over their applications and data, the Cloud requires users to not only follow the providers methodology, but also locks applications and data into a specific Cloud platform.

Somewhere in-between the enterprise and Cloud there is a balance for developers and IT staff that our panel of experts will examine and discuss.

Open Source litigation is picking up, but that may not necessarily be a bad thing. There are useful lessons to be learned about the benefits and risks involved in using open source software. To this end, we'll survey and discuss existing cases, and then venture to look ahead at what may come next."

Most large corporations make extensive use of open source code. With a few notable exceptions, however, the number of large corporations that regularly contribute substantial code back to the open source community is much smaller. Part of the reason for the reticence of corporate managers to contribute code is the potential for such contributions to expose the corporation to legal risk. While the mere use of open source code at the enterprise level creates only minimal legal risks, the distribution of modifications, enhancements, plug-ins, and applications under open source licenses may expose the corporation to a number of thorny issues that decreases the willingness of the corporation to contribute code to the open source community. This presentation will address those issues and present practical solutions and guidance to corporations that are considering making contributions of code under an open source license. Contribution topics that will be addressed include: (a) assessing the impact of patent license and non-assertion terms, and avoiding unintended patent licenses, under several common open source licenses, (b) preventing accidental disclosure of confidential or trade secret information that may be embodied in contributed code, (c) managing the private contributions of employees engaged in open source projects, (d) advanced methods and structures to isolate contributed code from corporate intellectual property, (e) minimizing potential liability that may arise from the failure of the contributed code, and (f) protecting the corporation from legal issues arising from corporate participation in the formation and management of open source entities.

Leading development organizations are using open source to increase innovation and agility and embrace new technologies using two powerful development approaches: distributed development and multi-source development, which combines closed source with open source components.

In these mixed-source heterogeneous environments interoperability has become the byword. So far, though, most of the focus on interoperability has been on the technical challenges. However, interoperability challenges other aspects of a corporation’s software endeavor: business processes, legal processes, and strategic partnerships. As corporations increase their reliance on open source to provide technical solutions to interoperability, they also increase the need to improve understanding of the legal and business implications of greater open source participation. Case studies of particular mixed-source projects using open source code contributed by corporations show how some of these challenges are being met. The key lesson: mixed-source development will take on new importance and corporations, software companies and the open source community work together to ensure interoperability and to create the legal frameworks that enable fair and open partnerships to successfully advance interoperability.

Open Source and Its Role in Lean Development
Jeffrey Hammond, Senior Analyst, Forrester

Forward thinking development shops are adopting Lean Software principles are many are doing so by using open source software (OSS) frameworks and runtimes.

Join Forrester Principal Analyst Jeffrey Hammond as he examines the dynamics that connect the open source movement to Lean principles. Jeffrey will discuss the process adjustments required when an organization decides to use OSS frameworks as part of its Lean Software strategy. This session will cover:

Beyond Linux: Leading-Edge Journeys of Moving Beyond Linux to the Next Generation of Open Source Infrastructure and ApplicationsAndrew Cotter, CIO, Somerset Capital

Somerset began a number of years ago with Open Source at the OS level. While that layer is still present and highly valuable to our organization, what has been placed on top of Linux, and other *nix operating systems, has been integral to our operation. This has allowed Somerset to grow as an organization while remaining flexible, cost efficient, and able to help drive the business forward. From applications to networking components and phone systems, we rely on open source to help run our day-to-day business.

With the integration of Sun, the breadth and depth of Oracle's open source portfolio is greatly expanded, offering customers choice, flexibility, and a lower cost of computing. By investing significant resources in dozens of open source technologies, Oracle embraces and offers leading open source solutions for development and deployment. In this session, Oracle's Monica Kumar and Wim Coeakerts will highlight Oracle's many open source projects. They'll also offer insights into the Enterprise Linux roadmap, and highlight its role within the Oracle portfolio of solutions and within customer environments, and the community. Kumar and Coekaerts will also share real-world customer success stories.

SAP may not be known for its sophisticated approach towards open source, but that perception will soon change. Like most independent software companies, SAP is following a hybrid, mixed source approach that combines open source with “shared source” and closed source. SAP’s next generation Java platform, for example, leverages many open source components from Eclipse, Apache and others. Consequently, SAP is actively contributing to a growing number of projects. Despite the many benefits of open source though, using open source and open source principles as part of a product strategy is no trivial matter. It comes with many challenges. This session will provide an overview of how SAP’s approach towards open source has evolved from managing open source as a risk to becoming the third-largest corporate code contributor to the Eclipse Foundation – and what you can expect in the future.

Oregon State University has emerged as one or the global leaders in the expanding “open source” movement and an integral part of a growing Oregon movement in support of community based innovation and collaboration. From Oregon resident Linus Torvalds and Governor Kulongoski to the student employees working in the Open Source Lab (OSL), we have a very unique open climate for doing leading edge research, teaching and business in Oregon and beyond.

Curt Pederson will describe Oregon State University’s role in today’s emerging “open ecosystem” and how the OSL has gone from being a spectator to having one of the largest host sites of open source applications and community Linux releases in the world. Curt will also discuss the overall ROI that OSU has obtained by using open source tools versus other commercial solutions.

Tactics and Metrics for Scaling an Open-Source Company
Rob Bearden, SpringSource

Successful open-source companies follow certain principles and strategies. In this session, Rob Bearden, who helped to steer both JBoss (acquired by Red Hat for $350 million) and SpringSource (acquired by VMware for $420 million) to successful exits, will detail the strategies and operational tactics common to the best open-source companies.

The Shifting Open-Source Opportunity Ashlee Vance, Reporter, The New York TimesPeter Fenton, General Partner, BenchmarkRobin Vasan, General Partner, MayfieldZack Urlocker, Former EVP, MySQL

Open source is changing as enterprises and vendors converge in embracing and extending an ever increasing array of open-source projects. This session with the leading investors in open source will cover the successful models that got the industry to this point, and will highlight next-generation business strategies and markets ripe for open-source software.

The Web Is the PlatformDion Almaer, Director, Open Source and Standards, AdobeBrian Goldfarb, Director of Developer Platforms, MicrosoftDave Mcallister, Director, Open Source and Standards, Adobe

The battle lines are being drawn again in the platform wars. On the one hand, you have the open, decentralized web that is rapidly evolving as an attractive platform for developing rich applications. And on the other, you have powerful, integrated frameworks that are established market options for building rich web experiences.

Openness has been used as an index of economic growth in international markets. With the rapid expansion of cloud computing, we have seen a wave of business expansion based on open APIs which has enabled innovation by 3rd parties, much as open source has enabled this trend in software. Openness is unevenly distributed however, and in some areas open APIs do not promise open data, which threatens the expansion of the cloud economy. What are the key concerns for technologists in the openness of cloud computing? How can we collectively drive the standards of the industry towards an open cloud? Come to this session to learn about the state of the art and challenge the panelists on the value and requirements of openness in the cloud.

Cost Conscious - Calculating and Understanding the Cost Benefits of Open Source Software Jay Lyman, Analyst, The 451 Group

Should enterprises expect to save money with open-source software? If so, where? There is no shortage of opinions on the perceived and real cost benefits of open source, but recent survey data from The 451 Group can help to shed light on the topic. In this session, The 451 Group analyst Jay Lyman will provide a practical guide for understanding and calculating the financial benefits of open source software in the enterprise, including laying a foundation so that attendees can perform their own meaningful cost analysis for their particular business.

Recently celebrating its tenth anniversary, The Apache Software Foundation has evolved into one of the largest open-source foundations - overseeing over 70 independent projects: including Tomcat, OFBiz, SpamAssassin, Subversion, and Hadoop. In this session, we will review the history and structure of the foundation, and, more importantly, discuss the "societal norms" that help to characterize these projects through "The Apache Way." We will also discuss how an individual developer can contribute constructively to Apache projects, Apache's licensing philiosophies, and the business models that are commonly seen with Apache projects.

Heather Meeker will discuss the current state of enforcement, likely plaintiffs and actions for open source claims, and how to avoid the expense and publicity of public disputes.

The era of open source litigation and enforcement has just begun. The last two years have seen the first U.S. opinion in an open source case, and the first lawsuits by FSF and SFLC. Enforcement continues in Europe, and private parties are beginning to file claims to enforce GPL. Open source lawsuits are different from suits over patents and proprietary software. They require an informed analysis of open source legal issues, understanding of the political landscape, and spin control. We will discuss how to react to open source claims, including lawsuits, and how to avoid being a household word in open source enforcement.

Learning objectives:
--Understand how to react to claims before they become lawsuits
--Know the enforcement players and their motivations
--Understand Jacobsen v. Katzer and its implications

Pragmatic development managers and their IT leaders are adopting open source and combining it with other code more than ever before. Figures from The 451 Group show that open source helps companies stretch development resources and save money, but a more important finding is that open source improves development flexibility and agility which is often times of greater strategic importance. For development organizations, managing the trade-off of writing code from scratch versus not re-inventing the wheel by searching for and finding good code to use (open source, or home grown code that may reside in a remote internal repository), versus managing outsourced development, can make or break the innovation process, especially when looking at new areas of investment such as cloud computing.

Data collected by Black Duck software points to strongholds of open source use and also identifies early trends in development shops at the cutting edge of mixed code development and use. Join Tim Yeaton, CEO and President of Black Duck, as he looks at trends in open source adoption and provides market context for the ways in which OSS spurs growth and innovation.

This presentation is targeted at development managers, vendors and ISVs, as well as corporate development managers charged with increasing the speed and efficiency of development teams while managing cost and risk. Attendees will receive a high-level introduction to the benefits of using open source and the unique challenges and solutions for managing it when mixed with other sources of code.

Open source software is being widely used by companies throughout the software ecosystem. As a result, litigation is increasing and many companies are demanding a bill of material listing all open source included in a particular product. This session will focus on how companies are managing the use of open source software to avoid inadvertently opening themselves up to liability.

Open source investigation has for many years been part of "due diligence" in acquisition and financing transactions. Now, companies are becoming more sophisticated in their analysis and in many cases more demanding of target companies and investment recipients. Open source diligence is also more common on OEM and other technology distribution transactions. This session will cover what to expect, how to prepare, and how to deal with common issues and problems in open source diligence.

It seems that every day brings a new headline about patents and commercial software. Should users of open source software be concerned about software patents? Should open source developers be concerned? How should we be thinking about these issues? Join Robert Blasi, a patent attorney experienced in open source licensing, for a discussion of current developments in the law affecting software patents, the legal issues facing open source developers and users of open source software, and a discussion of the community's response to the issues presented by software patents.